• Ensure engineers in the support department are being utilized to their full capacity • Schedule engineering calendars and tickets for a global support organization across several time zones • Coordinate all IT resources to drive completion of tasks • Monitor service personnel schedules to ensure support coverage • Keep customers informed of scheduling or service changes • Ensure client satisfaction and resolve complaints • Survey clients to measure client satisfaction

• Partner with the Client Success Growth Leads to help serve as a strategic advisor to clients, presenting insights, performance narratives, and forward‑looking recommendations in Quarterly Business Reviews (QBRs). • Actively identify opportunities for channel expansion and creative testing to keep clients ahead of industry shifts. • Translate complex performance data into narratives that executive audiences can understand and act upon. • Lead day-to-day strategy for integrated media plans across Paid Search (SA360), Paid Social (Meta, TikTok, LinkedIn), and Programmatic (DV360, CM360, Amazon, TTD). • Drive media forecasting, annual planning, and budget allocation with a focus on funnel-stage attribution, lead quality, and business outcomes. • Translate sales and marketing objectives into clear paid media strategies aligned to buying stages, personas, and account segments. • Partner with the Solutions and Sales Enablement teams to support closed‑loop measurement, attribution approaches, and dashboards tied to business outcomes. • Create executive-ready performance narratives that connect media inputs to consumer journey impact and present insights to CMOs, VPs of Marketing, and revenue leaders. • Identify opportunities for channel expansion, creative testing, and new tactics to increase relevance and performance across the buying journey. • Work with measurement and research teams to deliver industry insights and relevant performance-based updates.

• Conduct in-depth analysis of financial information to form a recommendation of approval or denial of new loans. • Collect, analyze and evaluate financial and related data to determine credit worthiness of loan prospects and merits of specific loan requests. • Collaborate with sales officers, applicants, and referral sources to gather all necessary information to present an accurate and complete picture of the loan request. • Interface directly with applicants to understand their needs as well as the specific risks to their businesses. • Perform comprehensive financial analysis, including cash flow modeling, to determine creditworthiness as well as SBA eligibility. • Prepare high quality, detailed credit approval documents that contain an in-depth analysis and an understanding and identification of credit issues and risks. • Outline the risks and mitigating factors of a credit facility based upon the analysis of business and personal financial statements, collateral, global cash flow, economic and industrial factors and debt service capacity. • Meet or exceed service level agreements and timeline expectations throughout the process. • Provide credit and loan underwriting expertise to sales officers. As appropriate, recommend terms under which credit will be extended, including the costs, repayment method, and collateral requirements. • Assignment of accurate risk ratings for new loans. • Support the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge. Understand and adhere to the Bank's Bank Secrecy Act policy and procedures and "know your customer/enhanced due diligence" guidelines. Brings any suspicious activity to the attention of a supervisor, or the Bank Secrecy Act Officer.

• Support efforts to expand mortgage asset sale channels across agency, whole loan, and non-agency investors. • Coordinate with the Capital Markets trade desk and loan delivery teams to execute loan and servicing sales, resolve transaction issues, and identify process improvements. • Support distressed loan sale activities as needed. • Reconcile investor purchase advice, analyze execution against expectations, and share findings with the Transaction Manager. • Review and reconcile post-sale items, including holdbacks, EPO/EPD invoices, escrow releases, note transfers or re-certifications, and post-fund data corrections. • Build and maintain reporting to monitor the loan sale pipeline and support operational visibility. • Manage note release and collateral oversight with warehouse banks and custodians, escalating risks or exceptions as needed. • Partner with the Servicing team and servicing buyers to resolve transfer-related issues and support smooth post-sale execution.